Deluxe Tax Complete

Our Deluxe Complete package goes beyond basic tax filing to provide comprehensive, year-round tax management. Designed for complex financial situations, we help you minimize your tax liability, maximize your deductions, and plan proactively for the future.

What’s Included:

• Comprehensive Income Coverage: Full preparation for diverse income types, including W-2, self-employment, investments, rental income, interest, dividends, and retirement income.
• Dependent Optimization: Inclusion of all qualifying dependents to maximize your eligible tax credits and deductions.
• Deductions & Credits Review: A meticulous, deep-dive analysis of your financial situation to ensure you claim every deduction and credit you deserve.
• Quarterly Tax Planning & Strategy: Ongoing, proactive strategy sessions every quarter to adjust your plan, create financial projections, and keep you ahead all year.

Why Choose Deluxe Complete?

• Accurate preparation and on-time filing guaranteed.
• Maximum deductions tailored to your specific financial footprint.
• Personalized support with proactive, year-round tax strategies.
• Complete peace of mind knowing you are keeping more of what you earn.

All Packages Include:

• 1 Federal Return
• 1 State Return
• Local Return
• Audit Protection
• ID Theft Protection
• Tax Preparation Protection

Additional Charges That Might Apply:

• Additional States, Schedules, or Forms: $20.00
• Accounting/Bookkeeping Charges: $46.00 Per Hour
• Holiday/Sunday Appointments: $10.00
• Use of Bank Products: $20.00
• Upgrade to Monthly Meetings: $920/yr